See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 9-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,048 | $138,065-76.1% | $123,544-73.2% | $135,375-75.6% |
| Participation rate | 77.3% | 84.7%-7.5pp | 82.3%-5.0pp | 82.6%-5.4pp |
| Annual return | 0.01% | 153.68%-153.7pp | 119.20%-119.2pp | 519.73%-519.7pp |
| Employer contribution / active EE | $1,696 | $5,151-67.1% | $4,628-63.3% | $4,779-64.5% |
| Participant deferral / active EE | $4,781 | $6,799-29.7% | $6,426-25.6% | $5,609-14.8% |
| Admin fee / account holder | $2,617 | $10,916-76.0% | $9,284-71.8% | $10,827-75.8% |